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Finance

Ultimate guide to learn about the lending options available and the mortgage process

Learn

Do research and ask questions

Start the loan commitment process right away to put you in the best position to get your offer accepted and to have a smooth closing.

 

We have a track record of proven success, and you can rely on us to be your champion and best source for solutions. 

Interview lenders to make sure their process matches your expectations.

Here is a list of sample questions:

  • Do you pre-underwrite your approvals?
  • How many years have you been in business? What is your average annual productivity?
  • What are your business hours? Do you work weekends?

Search

Find a Lender

The financing process is the unsexy part of real estate because no one wants to go through the whole process BUT it is so important to secure your ideal home.

 

A lender will verify your income, employment, debt and assets when you apply to get preapproved for a mortgage.

 

On average, it takes 7-10 days to get a pre-approval. To speed up the home loan pre-approval time, collect the following required documents:

  • Photo ID
  • Recent two (2) years of Federal tax returns
  • Recent two (2) years of W2s or 1099s
  • Recent two (2) months of pay stubs as proof of income
  • Recent two (2) months of statements from ALL asset accounts (ie. checking, savings, retirement/pension/401k). Must include ALL pages - even blank ones!

Apply

Provide proof of funds

Who you choose as a lender will determine how long this takes. If you want to be really proactive and get your offer accepted over any other buyer, get a loan commitment before you start shopping for homes!

 

The mortgage application contains extensive information, including details about the property being considered for purchase, the borrower's employment history, and financial situation.

Disclosure

Know your numbers

The initial disclosure is a document that lenders must provide to consumers to explain the costs and terms of the loan, and is intended to help consumers compare loans from different lenders.

The buyer provides the Earnest Money Deposit (EMD) to the listing brokerage when signing a real estate contract. It's also known as a good faith deposit. 
 
The purpose is to show the seller that the buyer is serious about purchasing the property. They can also protect the buyer if something goes wrong with the property, and the seller if the buyer backs out.
 
EMDs are usually a percentage of the property's price, but can also be a fixed amount.
 
If the sale goes through, the EMD is applied to the buyer's closing costs or down payment.
 
If the sale falls through for reasons outlined in the contract, the buyer usually gets their EMD back.
 
Loss
The seller can also keep the EMD as liquidated damages if the buyer defaults.
 
Dispute
If there's a dispute over the EMD, the parties can try to negotiate a resolution. 

Underwrite

Offer is accepted
 
They're going to ask you for a million different documents and it's going to be frustrating and annoying... Send them anyway! All of those documents are how the lender will get you the lowest interest rate possible. Once they've committed to giving you the loan, we'll receive a loan commitment.

Negotiate

Confirm loan details

The appraisal is to ensure that all parties involved are paying a fair price for the house.

Go back to the mortgage lender to finalize your mortgage options, buy down the interest rate, or secure additional gift funds toward the down payment.

Clear to Close

Get your keys

You've met all the requirements to close on a mortgage and can proceed to the final steps of the home-buying process:

  • Schedule final walkthrough and confirm settlement date/time
  • Lender will prepare final documents for you to sign 
 
 

Closing Cost Assistance

Check out program requirements to see if you qualify

Must apply through JR Burns with Prosperity Home Mortgage

Prosperity Home Mortgage offers downpayment and/or closing cost assistance in the form of a lender grant to qualified applicants who are purchasing or refinancing a primary residence in an eligible Census Tract within the greater Philadelphia, Wilmington, and Camden areas.

Determine Property Eligibility to see if your property may qualify.

To learn more about the program, visit AG Redlining Settlement 

NOTE: This funding can be used in conjunction with Delaware State Housing Authority (DSHA) downpayment programs. 

up to $10,000 for low and moderate income households

The term for repayment of the DPS loan will be 15 years - for the first 2 years payments will be deferred and monthly payments will begin in year 3.  

Lesser of $15,000 assistance or up to 6% of purchase price

For first-time homebuyers - defined as persons who have not owned a home in the past three (3) years OR displaced homemakers and single parents.

A minimal contribution of $1,000 is required from the buyer.

Income limits apply - CLICK HERE.

up to $20,000 (while funds available) for low and moderate income households

Must complete homeownership counseling with a HUD certified Housing Counseling Agency

Buyer must have at least $1,000 cash of their own money (excluding gift money) and the home to be purchased must be your primary residence.

Apply directly through local HUD certified Housing Counseling Agency.

The American Rescue Plan Act (ARPA) & Sussex County Council fund the Homebuyer Assistance Program can be used to purchase single-family homes, duplexes, townhomes, manufactured homes on permanent foundations, modular homes, or new construction homes in SUSSEX COUNTY.

Liquid assets must not exceed $15,000 within 3 months of application.

Apply directly through a participating local lender.

3% downpayment and closing cost assistance at 0% interest.

The repayment will be deferred until: refinance, sale of home, transfer of title, and the property is no longer the borrower(s) primary residence (whichever comes first).

Apply directly through a participating local lender.

Applicants will be provided 5% of their final loan amount, applicants(s) must meet the qualifications of the Diamond in the Rough Program.

Apply directly through a participating local lender.

Unassisted - Smart Start

Tax Credit

In Delaware, typically EVERYONE within guidelines is eligible for our down payment programs - both repeat buyers and first-time buyers.

However, we do have various tax exemption credits specifically for first-time homebuyers and seniors.

Applicable cities: Wilmington, Elsmere, Newark*, Arden, Dover, Milford, Felton, Delmar, Laurel, Seaford

 

Realty transfer taxes are typically shared equally by the buyer and the seller.

 

All first-time home buyers are entitled to a 1/2 percent (0.5%) reduction in the rate paid by the buyer, claimed at the time of closing.

  • Typically reduced from 1.25% to 0.75%
  • The maximum value of this reduction is capped at $2,000 (and may only apply to the first $400,000 of property value).

 

To qualify for the reduced rate, the real estate must be purchased by one or more individuals who have never held any direct legal interest in residential real estate, and who intend to live in the property as their principal residence within 90 days after the closing.

 

If you meet these qualifications, the attorney handling the purchase of your new home will reflect the reduced rate on the form that is prepared and signed at closing.

 

To learn more, visit Tax Credit page of DE Dept of Finance.

Application Deadline is April 30th

Download PDF application

 

Homeowners age 65 or over are eligible for a tax credit against regular school property taxes of 50 percent (up to $500).

 

This credit may only be used against property taxes on a primary residence.

 

Delaware Residency Requirement

Established on or before 12/31/2012:

Immediately eligible upon age 65.

 

Between 01/01/2013 to 12/31/2017: 

Must have legally domiciled within the State for a period of at least 3 consecutive years in order to be eligible to receive a credit.

 

Established on or after 01/01/2018: 

Must be legally domiciled within the State for a period of at least 10 consecutive years in order to be eligible to receive a credit.

 

NOTE

Taxpayers must pay their property tax bill in full by the end of each tax year in order to qualify for this credit for the subsequent property tax year.

 

To qualify, a copy of a valid driver’s license or official state ID is required for each applicant at the time of application.

Resource(s):

To learn more, visit Senior Relief page of DE Dept of Finance.

View Frequently Asked Questions

Know Our Numbers

$339,000

YTD Median Sales Price

$10,000

Avg Down Payment Assistance

$15,899,000

Lifetime Total Sales

TYPES OF LOANS

Rest assured you are in capable hands, and we are dedicated to assisting you in achieving your real estate goals. Owning your own home is a significant and rewarding experience, and we are here to guide you through the process with expertise and dedication.

Documents Needed

Here is a list of documents to collect and provide to your lender

  • Valid Photo ID
  • (2) two months bank statements (all pages) - checking and savings accounts
  • Copies of your most recent statements establishing ownership (if applicable):
    • Mortgage statement, tax bills, homeowners insurance for all owned real estate
    • stocks, bonds, money market accounts, CD’s,
    • retirement accounts (401k, 257b), employee savings plans, etc.
  • Most recent 6-8 weeks consecutive pay stubs showing year-to-date income for all jobs
  • Complete Federal tax returns for the past two (2) years
  • Driver’s license or official photo identification (If applicable, Resident Alien card)
  • All W2’s and/or 1099’s for the past two (2) years
  • Social Security Card

Year-to-Date Profit & Loss Statement for businesses owned

 

Year, make, and model of any vehicles, boats, etc. (owned and/or leased)

If you wish to have alimony considered for income, please provide a copy of the divorce decree and separation agreement. 

 

If you have court-ordered child support and/or receive payments, inquire directly with the lender for the documentation needed. 

Inquire with the lender directly for the documentation needed

 

Petition and Discharge letter

 

Provide copies of all schedules (D, E, F, and any others)

Inquire with the lender directly for the documentation needed

 

Provide a signed and dated letter from the donor stating that the funds are a gift and that repayment is not required. 

 

The donor may need to provide the most recent month’s bank statement or other evidence to prove their ability to make a gift in such an amount.

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